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Who holds ZECP

ZACKS TRUST · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
Advisory Services Network, LLC1.3M$47.4M0.5%
GeoWealth Management, LLC968.6K$36.6M1.1%
Menard Financial Group LLC793.6K$29.9M16.3%
CONTINENTAL INVESTORS SERVICES, INC.591.1K$22.9M17.9%
Koshinski Asset Management, Inc.372.8K$14.1M0.7%
Strive Financial Group ,LLC299.7K$11.3M4.9%
TRUE Private Wealth Advisors233.9K$8.8M0.8%
LPL Financial LLC225.8K$8.5M0.0%
Arete Wealth Advisors, LLC251.8K$7.8M0.5%
Balboa Wealth Partners182.8K$6.9M0.9%
Navigation Wealth Management, Inc.180.4K$6.8M9.4%
Strategic Blueprint, LLC171.1K$6.5M0.3%
Virtue Capital Management, LLC166.2K$6.3M0.8%
M1 Capital Management LLC157.4K$5.9M2.2%
Farther Finance Advisors, LLC136.3K$5.1M0.0%
Advyzon Investment Management, LLC131.5K$5.0M0.4%
AXXCESS WEALTH MANAGEMENT, LLC91.4K$3.4M0.1%
Rothschild Wealth LLC88.8K$3.4M0.3%
Cambridge Investment Research Advisors, Inc.82.9K$3.1M0.0%
Creative Planning81.7K$3.1M0.0%
Alteri Wealth LLC76.3K$2.9M0.8%
Paragon Private Wealth Management, LLC76.2K$2.9M0.8%
EJMK Ventures LLC72.0K$2.7M1.2%
BANK OF AMERICA CORP /DE/71.1K$2.7M0.0%
Ignite Planners, LLC63.3K$2.4M0.3%
Discipline Wealth Solutions, LLC62.2K$2.3M0.2%
Wayfinding Financial, LLC59.1K$2.2M0.8%
PKS Advisory Services, LLC58.4K$2.2M0.4%
COMMONWEALTH EQUITY SERVICES, LLC52.3K$2.0M0.0%
Simplicity Wealth,LLC50.7K$1.9M0.1%
Faithward Advisors, LLC49.9K$1.9M0.2%
Stirlingshire Investments, Inc.49.5K$1.9M1.4%
UNIQUE WEALTH, LLC47.4K$1.8M0.2%
Carter Financial Group, INC.37.0K$1.4M0.7%
Rossby Financial, LCC27.1K$1.0M0.2%
Vantus Wealth LLC26.8K$1.0M0.5%
INDEPENDENT FINANCIAL GROUP, LLC26.1K$983,2400.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP21.1K$796,9930.0%
IHT Wealth Management, LLC19.8K$748,3460.0%
Latitude Advisors, LLC19.8K$745,7690.3%
OceanIQ Capital, LLC19.3K$744,9380.5%
Summit Financial, LLC18.8K$709,4370.0%
Empirical Asset Management, LLC15.6K$587,0880.1%
HARBOUR INVESTMENTS, INC.15.4K$579,8370.0%
Advisory Advocates, LLC15.3K$578,2900.5%
Axim Planning & Wealth14.9K$560,5140.8%
Independent Wealth Network Inc.14.2K$537,3800.1%
Ethos Financial Group, LLC13.6K$506,4640.0%
Onyx Bridge Wealth Group LLC13.4K$503,9420.0%
SeaCrest Wealth Management, LLC12.2K$462,0890.1%
Revisor Wealth Management LLC11.7K$441,7850.1%
Arista Wealth Management, LLC10.7K$404,9120.0%
Cooper Financial Group10.6K$400,7550.0%
Arax Advisory Partners10.4K$392,0060.0%
Madison Wealth Partners, Inc9.8K$370,0780.0%
GK Wealth Management LLC8.2K$309,2420.2%
VERUS CAPITAL PARTNERS, LLC7.9K$297,3530.0%
Vise Technologies, Inc.7.7K$292,2210.0%
Focus Partners Advisor Solutions, LLC7.3K$275,5770.0%
OMNI 360 Wealth, Inc.7.3K$275,5770.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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